Carson Wealth (CWM LLC)
TGB

Carson Wealth (CWM LLC)’s Trekor Metals TGB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TGB Stock Details TGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194 Buy
+30
New +$218 ﹤0.01% 5534
2024
Q2 		– Sell
-5,000
Closed -$11K – 4938
2024
Q1 		$11K Buy
+5,000
New +$7.85K ﹤0.01% 3299

Other funds holding TGB

LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TGB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Trekor Metals (TGB) in Q1 2026: 30 shares worth $194. The stake represents ﹤0.01% of the portfolio and ranks #5534 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in TGB as recently as Q1 2024.

Carson Wealth (CWM LLC) first reported a position in TGB in Q1 2024 and has held it in 2 quarters since. The position peaked at $11K in Q1 2024. 209 funds tracked by Wall St. Rank hold TGB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30 shares of Trekor Metals worth $194 as of Q1 2026.
  • Trekor Metals was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Trekor Metals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5534 holding.
  • Carson Wealth (CWM LLC) first reported a position in Trekor Metals in Q1 2024 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Trekor Metals position peaked at $11K in Q1 2024.
  • 209 funds tracked by Wall St. Rank held Trekor Metals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.